12 results for Client Service Associate Jobs in Beverly Hills, CA, US

Position SummaryClient Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular interactions with clients, individuals in this role build trusted relationships. Leading with a clien...

Do you have financial planning experience and want to advance your career with an industry-leading firm? Ameriprise Financial is America’s leader in financial planning and ranked #1 in customer dedication. As a Registered Client Service Associate, you will provide dedicated support to high producing...

Client Service Associate will partner closely with teams in product, distribution, operations, technology, shareholder services and others (including 3rd Party Transfer Agents, Fund Administrators & Outside Counsel) to deliver an outstanding client experience to intermediaries, advisors and end-inve...

Validus Capital, an independent Registered Investment Advisory firm and Multi-Family Office based out of El Segundo, California is seeking a self-motivated and dynamic Senior Client Service Associate for a multi-faceted service and support role.Validus Capital serves the needs of high net worth and ...

Job DescriptionWedbush Securities is one of the largest securities firms and investment banks in the nation. We provide innovative financial solutions through our Wealth Management, Capital Markets, Futures and Advanced Clearing & Prime Services divisions. Headquartered in Los Angeles, California wi...

The Client Service Associate position is an entry-level position in our firm with the unlimited opportunity for advancement only offered in an entrepreneurial startup environment. This position serves as the main liaison between our clients and consumers and is essentially the eyes, ears, and voice ...

Position SummaryRegistered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular interactions with clients, individuals in this role build trusted relationships. Leading w...

Your Future TeamFeinberg Stein Financial Services an established boutique wealth management fiduciary advisory business which serves ultra-high-net-worth individuals, families, non-profit organizations, businesses, and institutional clients. We leverage decades of historic financial experience and b...

Although we value experience and skills, we also care about who you are. We strive to surround ourselves with good people that share our values, that work hard, and that support each other as a team and as individuals.Job DescriptionKayne Anderson Rudnick Investment Management in Century City is see...

Although we value experience and skills, we also care about who you are. We strive to surround ourselves with good people that share our values, that work hard, and that support each other as a team and as individuals.Job DescriptionKayne Anderson Rudnick Investment Management in Century City is see...